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Jason Kaplan

@Howard Capital Management Group, Llc

Latest period2024 - Q4ReportedManaged Assets$1.462BTotal holdings138
Assets growth rate2.69%Assets growth rate (2-Q avg)3.84%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Howard Capital Management Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 138 positions.

Assets under management

The assets under management (AUM) of Howard Capital Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.462B in assets, with a quarterly growth rate of 2.69% and a 2-quarter average growth rate of 3.84%. The portfolio is managed by Jason Kaplan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOOGLAlphabet Inc. Class A
Recent Activity
Increased 0.33%
4%
$58.336M
308,166 shares@ $189.3 avg price
JPMJpmorgan Chase
Recent Activity
Increased 0.15%
3.48%
$50.735M
211,651 shares@ $239.72 avg price
ACNAccenture Plc Class A
Recent Activity
Increased 0.59%
2.7%
$39.337M
111,819 shares@ $351.79 avg price
PANWPalo Alto Networks
Recent Activity
Increased 102.11%
2.68%
$39.073M
214,732 shares@ $181.97 avg price
CRMSalesforce
Recent Activity
Increased 0.28%
2.64%
$38.468M
115,060 shares@ $334.33 avg price
VMCVulcan Materials
Recent Activity
Increased 0.24%
2.47%
$36.062M
140,193 shares@ $257.24 avg price
VVisa Inc Class A
Recent Activity
Increased 0.42%
2.31%
$33.751M
106,795 shares@ $316.04 avg price
ICEIntercontinental Exc
Recent Activity
Increased 0.25%
2.16%
$31.47M
211,194 shares@ $149.02 avg price
XARSpdr S&p Aerospace Def Etf
Recent Activity
Increased 3.83%
2.12%
$30.898M
186,333 shares@ $165.82 avg price
LDOSLeidos Holdings Inc
Recent Activity
Increased 0.11%
2.11%
$30.723M
213,263 shares@ $144.07 avg price